Cyndeo Wealth Partners, LLC
CIK Number: 0001950947
1.52B
Market Value
419
# of Holdings
6 months
Avg. Holding Period
35.12%
Win Rate
29.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 147.45K | +1.59% | 62.15M | 284.64 | 4.20% |
| 2 | AAPL | Apple Inc. | 195.57 | -1.44% | 182.37K | +4.39% | 45.67M | 168.81 | 3.09% |
| 3 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 196.48K | +1.01% | 43.11M | 108.35 | 2.91% |
| 4 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 136.8K | -0.55% | 31.72M | 58.22 | 2.14% |
| 5 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 205.27K | +3.37% | 27.57M | 65.9 | 1.86% |
| 6 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 136.91K | +0.70% | 24.33M | 159.7 | 1.64% |
| 7 | FBND | Fidelity Total ... | 45.37 | +0.31% | 462.98K | -3.88% | 20.77M | 46.45 | 1.40% |
| 8 | FTGC | First Trust Glo... | 25.89 | +1.08% | 850.85K | +4.05% | 20.36M | 23.72 | 1.38% |
| 9 | ABT | Abbott Laborato... | 132.22 | -1.34% | 178.94K | +1.23% | 20.24M | 109.5 | 1.37% |
| 10 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 105.52K | -0.4% | 19.98M | 114.97 | 1.35% |
| 11 | VB | Vanguard Small ... | 230.11 | -0.97% | 79.21K | +13.10% | 19.03M | 224.53 | 1.29% |
| 12 | META | Meta Platforms,... | 697.17 | -0.7% | 30.36K | +3.36% | 17.77M | 400.76 | 1.20% |
| 13 | FTCB | First Trust Exc... | 20.85 | +0.19% | 857.42K | +100.00% | 17.71M | 20.65 | 1.20% |
| 14 | FTSL | First Trust Sen... | 45.98 | +0.09% | 368.04K | +1.00% | 17.02M | 45.04 | 1.15% |
| 15 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 70.92K | +2.54% | 17M | 143.7 | 1.15% |
| 16 | UCON | First Trust TCW... | 24.76 | +0.18% | 685.11K | +3.43% | 16.89M | 24.2 | 1.14% |
| 17 | YLD | Principal Activ... | 19.07 | +0.16% | 880.46K | +1.86% | 16.89M | 18.42 | 1.14% |
| 18 | IGIB | iShares 5-10 Ye... | 52.51 | +0.23% | 316.46K | +2.48% | 16.3M | 53.55 | 1.10% |
| 19 | GSY | Invesco Ultra S... | 50.22 | +0.02% | 323.85K | +2.37% | 16.23M | 50.18 | 1.10% |
| 20 | VUG | Vanguard Growth... | 420.16 | -0.82% | 39.1K | +0.23% | 16.05M | 248.52 | 1.08% |
| 21 | HD | The Home Depot,... | 348.70 | -1.37% | 40.14K | +2.20% | 15.61M | 337.97 | 1.06% |
| 22 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 30.11K | +4.41% | 15.23M | 528.06 | 1.03% |
| 23 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 291.21K | -6.77% | 14.42M | 34.9 | 0.97% |
| 24 | IVV | iShares Core S&... | 598.51 | -0.87% | 24.42K | +7.11% | 14.37M | 491 | 0.97% |
| 25 | TJX | The TJX Compani... | 123.00 | -1.02% | 109.97K | +27.76% | 13.29M | 104.12 | 0.90% |
| 26 | ARKB | ARK 21Shares Bi... | 34.83 | -3.65% | 139.59K | +15.29% | 13.02M | 72.07 | 0.88% |
| 27 | KO | The Coca-Cola C... | 69.60 | -1.31% | 206.96K | -0.36% | 12.89M | 64.66 | 0.87% |
| 28 | PLTR | Palantir Techno... | 138.17 | -2.29% | 169.22K | -0.69% | 12.8M | 37.2 | 0.87% |
| 29 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 74.37K | +1.70% | 12.39M | 100.6 | 0.84% |
| 30 | MS | Morgan Stanley | 130.09 | -0.61% | 90.17K | +0.34% | 11.34M | 97.13 | 0.77% |
| 31 | UNP | Union Pacific C... | 220.55 | -1.83% | 48.4K | +5.04% | 11.04M | 226.4 | 0.75% |
| 32 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 53.87K | +0.12% | 10.64M | 146.01 | 0.72% |
| 33 | URA | Global X Uraniu... | 37.54 | -1.41% | 380.1K | +1.43% | 10.18M | 22.62 | 0.69% |
| 34 | VTI | Vanguard Total ... | 293.93 | -0.86% | 34.97K | +10.12% | 10.13M | 221.93 | 0.69% |
| 35 | ACN | Accenture plc | 312.02 | -0.73% | 28.32K | +2.58% | 9.96M | 307.72 | 0.67% |
| 36 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 92.2K | +0.33% | 9.92M | 108.52 | 0.67% |
| 37 | V | Visa Inc. | 357.69 | +0.62% | 29.67K | +1.08% | 9.38M | 215.71 | 0.63% |
| 38 | CCEP | Coca-Cola Europ... | 92.16 | -0.68% | 121.71K | +3.67% | 9.35M | 63.69 | 0.63% |
| 39 | MO | Altria Group, I... | 58.95 | +0.26% | 177.03K | +3.53% | 9.26M | 45.6 | 0.63% |
| 40 | PG | The Procter & G... | 158.46 | -1.5% | 54.98K | +2.91% | 9.22M | 151.71 | 0.62% |
| 41 | LLY | Eli Lilly and C... | 791.46 | -2% | 11.89K | +7.52% | 9.18M | 503.07 | 0.62% |
| 42 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 22.57K | +8.29% | 9.12M | 188.47 | 0.62% |
| 43 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 62.19K | +3.89% | 8.99M | 166.84 | 0.61% |
| 44 | ADI | Analog Devices,... | 227.48 | -1.86% | 41.88K | +1.58% | 8.9M | 200.48 | 0.60% |
| 45 | BLK | BlackRock, Inc. | 968.44 | -1.39% | 8.6K | +100.00% | 8.81M | 1025.11 | 0.60% |
| 46 | UPS | United Parcel S... | 99.72 | -1.36% | 69.09K | +6.08% | 8.71M | 148.37 | 0.59% |
| 47 | OKE | ONEOK, Inc. | 81.38 | -0.94% | 86.44K | +1.40% | 8.68M | 67.32 | 0.59% |
| 48 | NEE | NextEra Energy,... | 71.88 | -2.58% | 119.87K | +8.30% | 8.59M | 77.71 | 0.58% |
| 49 | VTV | Vanguard Value ... | 172.71 | -0.87% | 50.76K | +3.66% | 8.59M | 143.83 | 0.58% |
| 50 | HON | Honeywell Inter... | 221.84 | -1% | 37.37K | -3.37% | 8.44M | 204.22 | 0.57% |
| 51 | KMI | Kinder Morgan, ... | 27.46 | -0.7% | 306.86K | +1.49% | 8.41M | 20.1 | 0.57% |
| 52 | DLR | Digital Realty ... | 175.91 | -0.08% | 47.2K | +1.64% | 8.37M | 124.8 | 0.57% |
| 53 | VZ | Verizon Communi... | 41.85 | -1.52% | 208.35K | +2.88% | 8.33M | 41.55 | 0.56% |
| 54 | ADP | Automatic Data ... | 307.57 | -0.11% | 27.86K | +1.68% | 8.15M | 243.51 | 0.55% |
| 55 | WMB | The Williams Co... | 58.48 | -1.12% | 150.31K | +1.69% | 8.13M | 34.03 | 0.55% |
| 56 | MLN | VanEck Long Mun... | 16.82 | +0.12% | 435.57K | +6.94% | 7.79M | 17.81 | 0.53% |
| 57 | MCD | McDonald's Corp... | 292.33 | -1.33% | 26.38K | +1.13% | 7.65M | 271.72 | 0.52% |
| 58 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 12.83K | -3.36% | 7.52M | 395.51 | 0.51% |
| 59 | TFC | Truist Financia... | 39.01 | -0.98% | 171.59K | +3.42% | 7.44M | 42.37 | 0.50% |
| 60 | UGI | UGI Corporation | 36.20 | +0.85% | 255.97K | +100.00% | 7.23M | 28.23 | 0.49% |
| 61 | VTRS | Viatris Inc. | 8.75 | -2.67% | 560.67K | +3.67% | 6.98M | 10.39 | 0.47% |
| 62 | SLG | SL Green Realty... | 64.44 | -2.27% | 102.32K | +1.75% | 6.95M | 46.64 | 0.47% |
| 63 | ORI | Old Republic In... | 36.83 | -1.21% | 191.06K | +3.96% | 6.91M | 30.99 | 0.47% |
| 64 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 20.41K | -2.21% | 6.82M | 210.43 | 0.46% |
| 65 | FNF | Fidelity Nation... | 53.91 | -1.65% | 121.52K | +3.96% | 6.82M | 51.93 | 0.46% |
| 66 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 34.86K | -29.82% | 6.64M | 106.97 | 0.45% |
| 67 | DTE | DTE Energy Comp... | 131.99 | -0.88% | 54.94K | +5.71% | 6.63M | 111.03 | 0.45% |
| 68 | EPR | EPR Properties | 56.63 | +0.57% | 146.03K | +5.87% | 6.47M | 45.87 | 0.44% |
| 69 | LIN | Linde plc | 460.89 | -1.22% | 15.42K | +4.46% | 6.46M | 390.06 | 0.44% |
| 70 | CNA | CNA Financial C... | 44.96 | -1.08% | 132.26K | +6.24% | 6.4M | 48.91 | 0.43% |
| 71 | GIS | General Mills, ... | 53.05 | -0.89% | 98.67K | +7.66% | 6.29M | 73.59 | 0.43% |
| 72 | LGOV | First Trust Lon... | 21.23 | +0.86% | 296.62K | +100.00% | 6.18M | 20.84 | 0.42% |
| 73 | HYD | VanEck High Yie... | 49.88 | +0.23% | 115.78K | +6.20% | 6.01M | 51.84 | 0.41% |
| 74 | TTAC | FCF US Quality ... | 69.35 | -0.59% | 89.83K | -2.14% | 5.97M | 58.4 | 0.40% |
| 75 | WU | The Western Uni... | 8.44 | -2.49% | 559.3K | +7.80% | 5.93M | 11.83 | 0.40% |
| 76 | BINC | Blackrock Etf T... | 52.38 | +0.05% | 112.85K | +8.00% | 5.87M | 53.42 | 0.40% |
| 77 | PLD | Prologis, Inc. | 105.03 | -1.68% | 54.93K | +4.38% | 5.81M | 124.71 | 0.39% |
| 78 | CB | Chubb Limited | 283.75 | -0.94% | 19.14K | +1.25% | 5.29M | 204.77 | 0.36% |
| 79 | MA | Mastercard Inco... | 569.23 | +0.10% | 9.9K | +1.69% | 5.21M | 442.36 | 0.35% |
| 80 | AMLP | Alerian MLP ETF | 48.58 | -0.49% | 106.69K | +65.66% | 5.14M | 43.83 | 0.35% |
| 81 | BX | Blackstone Inc. | 135.67 | -1.87% | 27.83K | +0.17% | 4.8M | 99.21 | 0.32% |
| 82 | COST | Costco Wholesal... | 977.59 | -0.69% | 5.18K | +18.71% | 4.74M | 681.64 | 0.32% |
| 83 | DYNF | BlackRock U.S. ... | 52.27 | -0.86% | 91.51K | +0.67% | 4.69M | 47.47 | 0.32% |
| 84 | FBCG | Fidelity Blue C... | 45.80 | -0.89% | 99.53K | -1.54% | 4.6M | 42.61 | 0.31% |
| 85 | ISRG | Intuitive Surgi... | 511.97 | -1.36% | 8.79K | +4.86% | 4.59M | 292.97 | 0.31% |
| 86 | TSN | Tyson Foods, In... | 54.72 | -0.33% | 77.33K | +100.00% | 4.44M | 57.44 | 0.30% |
| 87 | IBMN | iShares iBonds ... | 26.75 | -0.02% | 166.43K | +4.47% | 4.43M | 26.45 | 0.30% |
| 88 | IBMO | iShares iBonds ... | 25.57 | -0.02% | 172.98K | +4.54% | 4.4M | 25.31 | 0.30% |
| 89 | HELO | J.P. Morgan Exc... | 61.88 | -0.27% | 70.07K | +4.78% | 4.35M | 61.18 | 0.29% |
| 90 | INTU | Intuit Inc. | 764.51 | -0.46% | 6.86K | +3.69% | 4.31M | 558.85 | 0.29% |
| 91 | FMHI | First Trust Mun... | 46.71 | +0.17% | 88.07K | +2.27% | 4.25M | 47.51 | 0.29% |
| 92 | AMP | Ameriprise Fina... | 506.40 | -1.27% | 7.89K | +1.48% | 4.2M | 326.38 | 0.28% |
| 93 | DCOR | Dimensional ETF... | 64.69 | -0.85% | 63.88K | +3.16% | 4.1M | 63.37 | 0.28% |
| 94 | MMC | Marsh & McLenna... | 215.72 | -0.42% | 18.82K | +3.34% | 4M | 170.62 | 0.27% |
| 95 | RQI | Cohen & Steers ... | 12.27 | -0.16% | 304.86K | +54.78% | 3.73M | 12.09 | 0.25% |
| 96 | IRM | Iron Mountain I... | 102.66 | +0.58% | 35.09K | -0.00% | 3.69M | 52.51 | 0.25% |
| 97 | SHW | The Sherwin-Wil... | 330.69 | -1.51% | 10.84K | +4.66% | 3.68M | 284.03 | 0.25% |
| 98 | PFE | Pfizer Inc. | 24.00 | -1.64% | 135.84K | -11.28% | 3.6M | 36 | 0.24% |
| 99 | NETZ | Engine No. 1 Tr... | 78.17 | -0.86% | 48.88K | -2.36% | 3.55M | 63.34 | 0.24% |
| 100 | IBMP | iShares iBonds ... | 25.30 | -0.02% | 140.08K | +7.88% | 3.52M | 25.32 | 0.24% |
| 101 | LMT | Lockheed Martin... | 478.69 | +2.49% | 7.21K | -0.85% | 3.51M | 481.55 | 0.24% |
| 102 | EPD | Enterprise Prod... | 31.22 | -0.98% | 111.16K | +0.24% | 3.49M | 25.93 | 0.24% |
| 103 | BSX | Boston Scientif... | 101.71 | +0.22% | 38.9K | +8.94% | 3.47M | 51.31 | 0.23% |
| 104 | QGRO | American Centur... | 105.20 | -0.61% | 34.64K | -14.42% | 3.45M | 76.08 | 0.23% |
| 105 | DFAX | Dimensional Wor... | 28.86 | -1.27% | 138.62K | +0.83% | 3.45M | 26.04 | 0.23% |
| 106 | RTX | RTX Corporation | 148.49 | +1.39% | 29.55K | +0.80% | 3.42M | 99.86 | 0.23% |
| 107 | AMT | American Tower ... | 215.13 | +0.07% | 18.42K | +2.99% | 3.38M | 212.51 | 0.23% |
| 108 | CGXU | Capital Group I... | 26.41 | -1.36% | 136.73K | +0.47% | 3.37M | 25.77 | 0.23% |
| 109 | ADBE | Adobe Inc. | 382.68 | -4.74% | 7.55K | +6.13% | 3.36M | 498.42 | 0.23% |
| 110 | TT | Trane Technolog... | 421.62 | -1.17% | 9.04K | +2.67% | 3.34M | 317.59 | 0.23% |
| 111 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 6.3K | +0.59% | 3.28M | 562.3 | 0.22% |
| 112 | FLEX | Flex Ltd. | 45.22 | +2.98% | 85.12K | +0.08% | 3.27M | 24.01 | 0.22% |
| 113 | GBTC | Grayscale Bitco... | 82.53 | -3.65% | 42.86K | -1.58% | 3.17M | 62.18 | 0.21% |
| 114 | ORLY | O'Reilly Automo... | 88.78 | +0.75% | 2.66K | +6.10% | 3.16M | 873.64 | 0.21% |
| 115 | USMV | iShares MSCI US... | 92.09 | -0.69% | 35.53K | -13.37% | 3.16M | 78.03 | 0.21% |
| 116 | DFLV | Dimensional US ... | 30.39 | -0.86% | 104.45K | +2.27% | 3.14M | 30.79 | 0.21% |
| 117 | CMG | Chipotle Mexica... | 51.38 | -2.2% | 51.62K | -8.27% | 3.11M | 58.75 | 0.21% |
| 118 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 12.78K | 0.00% | 3.09M | 172.27 | 0.21% |
| 119 | IBM | International B... | 283.06 | +0.44% | 13.98K | -7.77% | 3.07M | 146.04 | 0.21% |
| 120 | SPGI | S&P Global Inc. | 501.07 | -0.78% | 6.03K | +1.86% | 3M | 410.04 | 0.20% |
| 121 | RSG | Republic Servic... | 248.69 | +0.08% | 14.65K | -1.37% | 2.95M | 138.01 | 0.20% |
| 122 | TXN | Texas Instrumen... | 197.70 | -0.76% | 15.61K | +0.97% | 2.93M | 165.91 | 0.20% |
| 123 | CL | Colgate-Palmoli... | 88.63 | -1.64% | 31.95K | -10.24% | 2.9M | 95.67 | 0.20% |
| 124 | TDG | TransDigm Group... | 1424.06 | -0.23% | 2.26K | +7.67% | 2.86M | 1309.24 | 0.19% |
| 125 | AMD | Advanced Micro ... | 127.15 | +0.60% | 23.68K | +0.04% | 2.86M | 155.79 | 0.19% |
| 126 | CVX | Chevron Corpora... | 148.85 | +1.93% | 19.66K | -0.54% | 2.85M | 174.18 | 0.19% |
| 127 | PH | Parker-Hannifin... | 652.11 | -1.47% | 4.46K | +5.57% | 2.83M | 386.21 | 0.19% |
| 128 | PSX | Phillips 66 | 124.59 | +0.78% | 24.79K | +16.62% | 2.82M | 108.14 | 0.19% |
| 129 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 10.6K | +2.73% | 2.8M | 220.32 | 0.19% |
| 130 | IXUS | iShares Core MS... | 75.00 | -1.27% | 42.09K | +10.87% | 2.78M | 67.54 | 0.19% |
| 131 | MDY | SPDR S&P MIDCAP... | 551.81 | -0.9% | 4.83K | +49.81% | 2.75M | 488.67 | 0.19% |
| 132 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 15.09K | +103.53% | 2.75M | 120.62 | 0.19% |
| 133 | PGR | The Progressive... | 265.60 | -0.31% | 11.15K | +11.45% | 2.67M | 252.31 | 0.18% |
| 134 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 14.83K | -22.45% | 2.64M | 157.39 | 0.18% |
| 135 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 26.09K | +30.80% | 2.53M | 99.82 | 0.17% |
| 136 | MRK | Merck & Co., In... | 78.33 | -3.25% | 25.23K | -0.48% | 2.51M | 113.16 | 0.17% |
| 137 | CPRX | Catalyst Pharma... | 23.21 | -1.94% | 118.44K | 0.00% | 2.47M | 18.15 | 0.17% |
| 138 | AMAT | Applied Materia... | 174.19 | -1.34% | 14.6K | +0.41% | 2.37M | 127.81 | 0.16% |
| 139 | WCN | Waste Connectio... | 187.50 | +0.22% | 13.44K | +0.11% | 2.31M | 178.81 | 0.16% |
| 140 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 15.04K | +2.49% | 2.29M | 176.38 | 0.15% |
| 141 | WMT | Walmart Inc. | 94.21 | -0.08% | 24.83K | -3.11% | 2.24M | 56.14 | 0.15% |
| 142 | IBMQ | iShares iBonds ... | 25.34 | +0.10% | 88.37K | +100.00% | 2.23M | 25.18 | 0.15% |
| 143 | ASML | ASML Holding N.... | 760.09 | -1.95% | 3.21K | +0.44% | 2.22M | 924.08 | 0.15% |
| 144 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 41.9K | -5.22% | 2.2M | 54.57 | 0.15% |
| 145 | SSB | SouthState Corp... | 85.05 | -1.33% | 22.06K | 0.00% | 2.19M | 77.27 | 0.15% |
| 146 | GS | The Goldman Sac... | 624.29 | -0.57% | 3.77K | -0.03% | 2.16M | 364.55 | 0.15% |
| 147 | IWF | iShares Russell... | 406.54 | -0.88% | 5.29K | -1.55% | 2.12M | 249.86 | 0.14% |
| 148 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 47.76K | -6.26% | 2.1M | 39.21 | 0.14% |
| 149 | FDN | First Trust Dow... | 256.44 | -0.74% | 8.49K | -14.68% | 2.06M | 206 | 0.14% |
| 150 | AGG | iShares Core U.... | 98.08 | +0.33% | 21.26K | -7.93% | 2.06M | 98.63 | 0.14% |